Story perspectives

Moonshot AI Seeks Cloud Hosting as U.S. Warns Blacklist

8/27/2026

Summary

Story summary

Moonshot AI is negotiating with Microsoft, Amazon and Google to host its Kimi K3 model.
Moonshot wants up to a 30% share of K3 revenue from the three cloud providers.
U.S. Treasury Secretary Scott Bessent warned Moonshot could be placed on a trade blacklist.
U.S. officials allege Moonshot illegally acquired Nvidia chips and distilled Anthropic’s Fable model.
Moonshot says Kimi K3’s performance stems from original architecture changes, not model distillation.

History

Historical Context

After the U.S. Department of Commerce added Huawei to the Entity List on 15 May 2019, successive orders—such as the 2020 export ban on advanced chips and the 2021 Executive Order 14032 expanding investment restrictions—tightened controls on Chinese tech. A March 29 2024 rule further barred AI chips like Nvidia’s from China. Today, Treasury Secretary Janet Yellen warns that Moonshot AI could face a similar blacklist.

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Story summary

Moonshot AI is negotiating with Microsoft, Amazon and Google to host its Kimi K3 model.
Moonshot wants up to a 30% share of K3 revenue from the three cloud providers.
U.S. Treasury Secretary Scott Bessent warned Moonshot could be placed on a trade blacklist.
U.S. officials allege Moonshot illegally acquired Nvidia chips and distilled Anthropic’s Fable model.
Moonshot says Kimi K3’s performance stems from original architecture changes, not model distillation.

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